See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,908 | $72,277-54.5% | $101,248-67.5% | $79,858-58.8% |
| Participation rate | 89.3% | 68.5%+20.8pp | 75.8%+13.5pp | 69.6%+19.7pp |
| Annual return | 25.20% | 22.30%+2.9pp | 46.47%-21.3pp | 31.71%-6.5pp |
| Employer contribution / active EE | $10,272 | $2,692+281.6% | $3,660+180.7% | $2,471+315.7% |
| Participant deferral / active EE | $2,302 | $3,282-29.8% | $4,370-47.3% | $3,740-38.4% |
| Admin fee / account holder | $2,256 | $4,400-48.7% | $5,945-62.1% | $5,306-57.5% |